Position in DOV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$25,864,389
-$803,636 QoQ
Shares Held
115,322
-9.9% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#106
of 1,161 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026AE Wealth Management LLC holds $201,926,188 across 23 Specialty Industrial Machinery names. DOV ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTS |
Watts Water Technologies Inc
|
157,140 | $61,512,421 | |
| 2 | GGG |
Graco Inc
|
562,246 | $42,511,387 | |
| 3 | DOV |
DOVER Corp
This page
|
115,322 | $25,864,389 | |
| 4 | EMR |
Emerson Electric Co
|
139,937 | $20,031,944 | |
| 5 | GEV |
GE Vernova Inc.
|
16,767 | $19,698,853 | |
| 6 | PH |
Parker-Hannifin Corp
|
9,881 | $9,664,780 | |
| 7 | ETN |
Eaton Corp plc
|
13,719 | $5,845,915 | |
| 8 | SMR |
NUSCALE POWER Corp
|
381,408 | $3,825,521 |
All Filings in DOV
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,864,389 | 115,322 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $26,668,025 | 127,935 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $24,953,011 | 127,807 | Shares | Other | 2026-01-26 | |
| 2023-09-30 | $1,335,250 | 9,571 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,465,312 | 16,697 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,376,341 | 15,640 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,092,084 | 15,450 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,768,285 | 15,168 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,787,771 | 14,736 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,185,617 | 13,930 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,469,941 | 13,601 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,980,292 | 12,735 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,951,474 | 12,958 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,689,167 | 12,318 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,204,325 | 17,460 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,889,232 | 17,438 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,282,606 | 13,283 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $854,844 | 10,184 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||